Opinion | Insurance Insider US

Over 30 years after the Northridge earthquake, quakes have fallen out of market discussions.

FM announced a new super-sized $5bn data center line as it grows book value $3bn-$4bn a year.

The driving forces which underpinned the boom in the MGA market all look markedly different from three years ago.

Insurers have thrown fuel on the fire of the soft property market and brokers will struggle to eke out organic growth.

The board has moved decisively to put in place credible nextgen leadership, closing off sale speculation.

The move from Chubb comes at a moment of perceived weakness for AIG.

The timing is unhelpful as the global insurer tries to get on the front foot with M&A.

The global insurer is buying access to distribution and underwriting at a carrier with a 27% GWP CAGR.

The global insurer will need to convince investors on the quality of the book.

Dealmaking took centerstage, but other discussed topics were growth, talent and capacity.

There’s nothing medical about SAM claims.

MGAs that are good operators will stick out compared to the rest.

The mood in Orlando was sunny among cedants and reinsurers alike, but there are clouds on the horizon.

E&S is most exposed to growth normalization, private credit is hunting P&C and fronting is deadlocked on exits.

Insurers are pleased, brokers are looking for trade-offs, and everyone’s talking about Howden.

Sexual abuse and molestation exclusions are starting to hold in higher layers of hospital towers this year.

The as-yet unnamed platform will have to compete in a crowded market for M&A and lift-out opportunities.

Winners and losers will emerge more clearly, with less opportunity to ride the market wave.

The insurer has chosen a “take two” deal after buying Endurance, betting again on Bermuda.

The completion is also good news for Marsh, Aon, WTW and other potential buyers in US retail.

The company was right to drop its reinsurance unit and refocus on its specialty roots.

Brown & Brown fell 10% and Ryan Specialty 8% as investors digest the deteriorating outlook.

It is slim pickings for quality mega deals and the brokerage has an in-built need for speed.

Succession, heavyweight M&A and expanding beyond its core will all test the broker.